See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,881 | $138,044-71.8% | $125,339-69.0% | $134,475-71.1% |
| Participation rate | 39.1% | 84.5%-45.4pp | 82.4%-43.2pp | 81.2%-42.1pp |
| Annual return | -13.13% | 750.33%-763.5pp | 572.05%-585.2pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,101 | $5,243-79.0% | $4,814-77.1% | $4,740-76.8% |
| Participant deferral / active EE | $4,497 | $7,799-42.3% | $7,446-39.6% | $6,400-29.7% |
| Admin fee / account holder | $167 | $11,571-98.6% | $10,010-98.3% | $11,426-98.5% |